What Happens During the First 30 Days of HubSpot MVP Onboarding?

The First 30 Days That Set You Up for Success

If you just bought HubSpot or you're sitting on an unused portal, you’re probably asking: “How do I get started without wasting time or budget?”

That’s what our MVP onboarding answers. Here's a 30-day roadmap we follow with every client.

Week 1: Define the Foundation

• CRM setup (objects, properties, permissions)

• Lifecycle stage configuration

• Funnel mapping (lead > MQL > SQL > deal)

Week 2: Structure the Sales Engine

• Pipeline stages

• Lead assignment rules

• Deal automations

• Owner workflows

Week 3: Automate Key Processes

• Lead form routing

• Internal notifications

• Lifecycle transitions

• Meeting follow-ups

Week 4: Dashboards + Training

• Sales dashboards

• Conversion tracking

• Team training sessions

• Admin checklist handoff

Final Result?

You walk away with a CRM that’s:

• Used daily by your team
• Tracking your lifecycle stages
• Driving real conversations
• Measurable